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Verdence Capital Advisors LLC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on SCHV, newest first. How the timeline and the estimate are built.

Verdence Capital Advisors LLC held 12,731 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,731 shares
    Change vs previous 13F +44 shares

    0.02% of the 13F portfolio, value $443,171.

    13F-HR 0001719305-26-000004 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,687 shares
    Change vs previous 13F +57 shares

    0.02% of the 13F portfolio, value $386,944.

    13F-HR 0001719305-26-000003 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,630 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $373,978.

    13F-HR 0001719305-26-000002 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,576 shares
    Change vs previous 13F +115 shares

    0.02% of the 13F portfolio, value $370,349.

    13F-HR 0001719305-25-000008 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,461 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $344,784.

    13F-HR 0001719305-25-000005 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,410 shares
    Change vs previous 13F +52 shares

    0.03% of the 13F portfolio, value $329,848.

    13F-HR 0001719305-25-000004 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,358 shares
    Change vs previous 13F +8,109 shares

    0.03% of the 13F portfolio, value $322,172.

    13F-HR 0001719305-25-000002 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,249 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $341,471.

    13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).